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Paraplanner

O'loughlin Recruitment Ltd
Posted a day ago, valid for 24 days
Location

Nottingham, Nottinghamshire NG42QU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a Paraplanner to join a Chartered Financial Planners firm in Nottingham, offering hybrid working options.
  • The ideal candidate should have at least two years of Paraplanning experience or be a financial services administrator with strong technical knowledge.
  • Key responsibilities include managing policy submissions, completing client review forms, and report writing across various financial products.
  • A Diploma Level 4 or a willingness to pursue it is advantageous, but being part qualified is required.
  • The position offers a generous salary, bonus potential, and a comprehensive benefits package.

We are looking for a Paraplanner to join a firm of Chartered Financial Planners in their Nottingham office (hybrid working offered), possessing extensive market knowledge and who has been in business for over 10 years.

As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

To be considered for the Paraplanner position in Nottingham you will need to have a minimum of two year’s Paraplanning experience or a financial services administrator with exceptional technical knowledge. Diploma Level 4 or willingness to work towards this would be advantageous but not essentially, although you will need to be at least part qualified.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.